Browse Knowledge Base
Getting Started
Walk through the basics of setting up your new Front account
10 categories
39 articles
Using Front
Learn how to work in your new inbox and get the most out of Front
14 categories
41 articles
Rules
Automate business processes and increase your team's efficiency
6 categories
8 articles
API & Integrations
Use our API or prebuilt integrations to connect your other apps with Front
2 categories
2 articles
App Help
1 article
L'Ecole
7 articles
Nics
More Resources
Unmind
2 articles
Articles
Request a Viewing
2 articles
Key Transfer
1 article
Can I change my payment due date?
You can change your payment due date once during the life of your loan by visiting the Patient Portal , navigating to "Payment Plans", selecting the ...
Exchange Policy
The fastest way to exchange a product is to return your original purchase following the instructions above and then place a new order. Immediately pl...
Motions to quash
Definition: A motion to quash is XYZ What to do when a motion to quash is sent: When a client How to handle:
Salesforce contacts sync
Overview
Front’s Salesforce sync feature allows you to automatically sync contacts from Salesforce into Front. After you’ve synced contacts into Front, your team will be able to:
Access helpful contact information in your inboxes
Associate contacts with accounts inside Front
Automatically tag, assign and route conversations in Front using contacts data from Salesforce
Leverage contact auto-suggestion when composing in your inboxes
How it works
Contacts are synced one-way from Salesforce to Front
Synced contacts will appear under “Shared Contacts” in the “Contacts” section
Contacts are automatically synced every 24 hours to keep data up to date, but you can manually trigger a re-sync at any time by opening the Salesforce sync page in Front
You can sync contacts from the accounts you’ve synced, or pick a list view from Salesforce that contains the contacts you want to sync
Field mapping allows you to control which contact fields will be synced from Salesforce to Front
You must be a workspace or company admin in Front to set up the contacts sync
Instructions
Step 1
Click the Contacts icon on the top left corner and select Shared contacts in the left sidebar to access the Contact Manager in Front.
Step 2
Click the Import button at the top right, then select from Salesforce to open the Salesforce sync page.
Step 3
Click Log in to Salesforce to connect Salesforce to Front.
Step 4
You can choose to enable either accounts sync, contacts sync, or both by clicking on the toggles. Sections to set up the sync will be displayed.
Step 5
For the accounts sync, please see here for details about the Salesforce accounts sync.
For the contacts sync, you can first choose which contacts to sync from two options:
From synced accounts: this will sync contacts belonging to accounts that have been synced to Front. You can only select this option if you have enabled the Salesforce accounts sync.
From a list: you can select a Salesforce contact list to sync.
Note: Front supports syncing a maximum of 1M contacts.
Step 6
Select the contact fields you’d like to sync from Salesforce. Then choose the Front fields they should be mapped to.
Note: Front automatically syncs Contact IDs, so do not select this field when mapping Salesforce fields to Front fields. Selecting a Contact ID field will cause the sync to fail.
Step 7
Click Sync to start the contacts sync. You can edit or pause the sync at any time from the sync settings.
Step 8
After you’ve set up the sync, you’ll see contacts from Salesforce appear under Shared contacts in the Contacts Manager. If you click on a contact you’ve synced from Salesforce, you’ll see a banner indicating when the last sync occurred.
If you hover over contact fields synced from Salesforce, you’ll see an option to Edit in Salesforce. This ensures your data remains consistent between Front and Salesforce.
Contact sync logic
When a contact from Salesforce is synced to a contact in Front, a link is established between the externalId property on the Front contact and the Salesforce contact ID.
When a contact from Salesforce is being synced to Front, we first try to find a matching contact by the following logic:
If an existing Front contact is found with the externalId property equal to this Salesforce contact’s ID, the existing Front contact is updated
If the Salesforce contact has not yet been linked to an existing contact in Front, Front will search for an existing contact with at least one of the same handles (e.g. email domains, phone) as the Salesforce contact. This search is only performed if the user has mapped a handle field in the sync settings.
If an existing Front contact is found and that contact is not already linked to a Salesforce contact, the Front contact is updated and linked to the Salesforce contact
If an existing Front contact is found but it’s already linked to an existing Salesforce contact A, we skip syncing Salesforce contact B and log an error.
If no existing contact is found, Front will create a new contact and link it to the Salesforce contact
Note that if a contact is deleted in Salesforce, the contact will stop syncing to Front but the Front contact will not be deleted.
Handling sync errors
If Front encounters errors while syncing contact data, the user that triggered the sync will receive an email notification. Errors can be viewed from the Salesforce sync settings page.
Common error types and how to resolve them:
Error type
How to resolve
Contacts do not include an email or phone number and were not synced
For each affected contacts, include at least one handle (e.g. email or phone) to sync to Front
Emails were already taken by other contacts and were not synced
For each affected contact, check the email property in Salesforce and replace it with a unique email.
Phone numbers were already taken by other contacts and were not synced
For each affected contact, check the phone property in Salesforce and replace it with a unique phone.
Contacts were not synced because accounts sync failed
View and fix account sync errors and restart the contact sync.
Salesforce field not found
If one of the fields you mapped from Salesforce is deleted in Salesforce, Front will stop syncing that field and you’ll have to choose a new field from Salesforce.
In sync settings in Front, choose a new Salesforce field to sync to Front.
Salesforce list view not found
If the list view you were syncing from Salesforce is deleted, Front will stop syncing all contacts and you’ll have to choose a new list view to restart the sync.
In sync settings in Front, choose a new Salesforce list view to sync to Front.
Using Salesforce sync alongside the API
Contacts synced through the Salesforce sync in Front are accessible through the Front API. Each synced contacts will have the externalId property set to the ID of the Salesforce contact it’s linked to.
Troubleshooting
I encountered an error while connecting a Salesforce account
Check that API Permissions are enabled for your account
The Salesforce user account you're connecting to Front must have the API Enabled permission. To enable API Permissions as a Salesforce admin:
Click Setup.
Click Manage Users, then Profiles.
Click Edit against the specific Profile.
Scroll down to Administrative Permissions and check the API Enabled box.
Ensure that the Front connected app is not blocked
As a Salesforce admin, you'll need to ensure that the Front connected app isn't being blocked by your settings in Salesforce. Learn more about access policies for connected apps here.
My Salesforce Leads did not sync
This is expected. Right now, the Salesforce contact sync works by syncing only Contact records from Salesforce. Lead records will not sync.
Pricing
This feature is available on the Growth plan or above.
Integration Support
## Introduction In today's interconnected digital landscape, businesses rely heavily on multiple software applications to manage their operations effi...
How we manage your fund
### Fund Management Policy #### 1. Introduction The purpose of this Fund Management Policy is to establish a comprehensive framework for the effectiv...
How to Manage Project Prefences
GLG, a global network that connects clients with subject-matter experts, can help clients understand preferences and needs through a variety of method...
How to make soup
Making soup is a simple yet rewarding culinary skill that can be enjoyed by anyone, regardless of their cooking experience. This guide will walk you t...
Refund Policy for Subscription Services
We strive to provide our customers with the best possible experience when using our subscription services. We understand that circumstances may arise ...
Smart Cover: sell & repurchase your coins
The Smart Cover feature in 3Commas is a versatile tool for cryptocurrency traders, allowing them to manage their trades more effectively by providing ...
How To Retrieve Your Account Details
Overview: If you need to retrieve your account details, such as your username, email, or other personal information associated with your account, foll...
How to Reset Password
Overview: If you've forgotten, lost your password or need to reset it for security reasons, follow the steps below to regain access to your account. S...
Reporting a Scam
If you've been tricked by a fraudster into sending them money, please chat to us in the app so we can help: Tap the Help icon in the menu bar Search...
Banking Tier Pricing
Switching Banking Tiers
Investment Options
Service Reps Ticket Submission
Placed by: Category: Plan: Shipvia: ..... ... ...
How to add money to your account
There are several ways of lodging money into your Bank of Ireland personal current account. Between my own accounts You can quickly transfer funds bet...
How to Reset your Password in Front
Google or Microsoft login : Reset your password directly in Google or Microsoft. Front email and password : On the login screen, you can click Forgot...
Test
Test for different languages